BC
Brendon M. Christy
CREATIVEONE WEALTH
Lawrence, KS 66049
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CRD#: 4542708
BC
Professional summary
Brendon Matthew Christy, who also goes by Brendon Matthew Christy, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Lawrence, Kansas.
Brendon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brendon has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brendon Matthew Christy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Name of the other business: Christy Financial Services, LLC
Investment Related?: Yes
Address of other business: 1127 Sawhill Drive, Lawrence, KS 66049
Nature of other business: Insurance Solutions (Life, Annuities, Long-Term Care) and business consulting
Your position: President
Start Date: 08/15/2019
How many hours you devote to the other business per month: 160
How many hours you devote to the other business during securities trading hours: 130
Briefly describe your duties: Sale of insurance products and business consulting.
The Name of the other business: BK Financial
Investment Related?: Yes
Address of other business: 1127 Sawhill Drive Lawrence, KS 66049
Nature of other business: Insurance and Advisory
Your position: President
Start Date: 01/2017
How many hours you devote to the other business per month: 160
How many hours you devote to the other business during securities trading hours: 160
Briefly describe your duties: Insurance Solutions (Life, Annuities, Long-Term Care) and advisory business
The Name of the other business: Financial Life Matters
Investment Related?: Yes
Address of other business: 1420 Wakarusa Drive, Suite 202, Lawrence, KS 66049
Nature of other business: Insurance and Advisory
Your position: Agent
Start Date: 01/2017
How many hours you devote to the other business per month: 160
How many hours you devote to the other business during securities trading hours: 160
Briefly describe your duties: Insurance Solutions (Life, Annuities, Long-Term Care) and advisory business
CRS (Client Relationship Summary) - RIA
Click below to view Brendon Matthew Christy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
CREATIVEONE WEALTH, LLC
Office #1: 1420 Wakarusa Drive, Suite 202, Lawrence, KS 66049RIA
CRD#: 281213
Lawrence, KS
Past
February 15, 2017 - November 8, 2021
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Overland Park, KS
Past
May 22, 2003 - October 6, 2005
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
July 18, 2002 - May 2, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(11/1/2021)
IAR
Texas(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Lawrence, KS 66049TRUST BUT VERIFY
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